Course Information

Insurance > Iowa > Life / Health

Pre-Need Planning

Overview

Many people pre-plan and pre-pay for their funerals to ensure their wishes are carried out and to avoid burdening loved ones with final expenses. The pre-need industry offers products like final expense insurance, pre-need insurance, and pre-need trusts. This course covers the unique characteristics of these products and their suitability for individuals whose estates would be significantly burdened by funeral costs.

Summary Details

Hours

5.0

Price

$19.95

4.71 (303 Ratings)

Learning Objectives

Explain why it is important to make plans and pay for funeral expenses in advance
Describe the different final arrangement options and choices that individuals may choose and make when pre-planning their funerals ,
Explain the advantages and disadvantages of using final expense insurance
Describe the features of pre-need plans that are funded by life insurance
Understand how trust-funded pre-need plans can be used to pay for funerals in advance
Explain the pre-need professional's role and ethical duties when working with clients

Designed For:

Licensed life and health insurance producers, licensed pre-need brokers, funeral directors, financial advisors and planners

IMPORTANT NOTICE FROM THE IOWA DOI: The Iowa DOI recommends that producers purchase and complete CE at least one month prior to the agent's expiration date. Click to view entire Notice

Course Information

Adding additional credit may change exam requirements.

Access Period:	12 months
Prerequisites:	None
Delivery Method:	Self-Study
PDF Download:	Available
Provider of Record:	WebCE
Provider Number:	12712
Last Reviewed:	April 2025
Study Level:	Intermediate
Approved For:	Life / Health

Exam

Proctor:	Yes
Passing Grade:	70
Questions:	50

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